Change a template's status

What is the status of a template?

When you create a template - it takes you time to finish or finalize it. The status tracker of a template let’s you make it obvious to coworkers whether the template is just beginning to get created or ready for everyone to use.

Theres 4 different statuses you can assign to a template:

• Started - a template that just started being created.
• In progress - a template being worked on by a team.
• Finishing - a template that is almost complete.
• Published - a template that is ready to be used.

Note on who can modifying the state of a template

Any role is allowed to change a template’s status in the following way:

• Administrator roles can edit the status in both the library of Templates and Template Editor > Settings.
• Standard roles can edit both by default but if edit permission fir the template is restricted, a standard role can only modify it in the library of Templates.
• Light roles do not have edit permissions for templates but can still modify the status of the template in the library of Templates too.

How to change a template’s status

There are two ways to change a template’s status in Tallyfy:

1. From the left nav > Templates:

• Go to the Templates section.
• Click on the dropdown menu next to the template you want to change the status of.

2. From the edit view of the Template Editor:

• Go to the Templates section.
• Click the edit pencil on the template you want to change.
• Click on the Settings button.
• Select the status you want to assign to the template.

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